Excel Introduction This class will help classified staff learn to use Excel for many purposes. This is a basic Excel class. The expectation is that participants have little experience with the program. Excel simplifies the way you collect and analyze information and lets you be more productive while doing it. Simply enter any piece of data into an Excel worksheet and choose from a variety of features to help you arrange information, evaluate data trends, and convert the results into easy to read charts, graphs, and tables. Basic Excel - Will include basic OPAC expectations for data and text manipulation:
EDIT, SORT, RELOCATE, REWORK, FORMAT
Participants will do the following with Excel:
Use basic terminology associated with Excel
Cell
Rows and Columns
Ribbon
Sheets
Gridlines
Format a Spreadsheet
Sizing
Font
Cell Color Coding
Justification
Merging
Gridline Styles
Text Orientation
Wrapping Text
Print Settings
Headers and Footers
Titles
Grid Lines
Sorting Information
Rename and Arrange sheets
Sorting and Filtering Data
Fill Series
Separating Text to Columns
Separating Text into Columns
If you have text all in one column that you would like in two different columns, such as, first name and last name in one single column.
Click on the Data tab in the Ribbon.
Under the heading of Tools, click on Text to Columns.
Make sure Delimited is selected, click Next.
Selected the way that the data is separated, such as, tab, space, comma, etc. Click Next.
Select Column data format: general, text, date for each column. Click Finish.Copying Data Easily
Sequential Filling Data
Inserting a Chart
Select columns that you want to graph (make sure that you include the titles).
Click Insert.
Select the type of graph (chart) that you would like to create (bar, pie, linear, etc.).
You can change the titles, colors and preferences by double clicking
Click on the graph of the items you would like to change. You can insert the chart on a different sheet by going to Chart on the top menu and selecting move chart.
Conditional Formatting - This feature allows you to quickly see differences in a set of data by color coding the data for you. You set the conditions and color/style that you want and it does the rest. Quick Start Guide to Conditional Formatting
Creating Pivot Tables (Note: Insert Header, Move/Create/Rename Worksheets)
By using a PivotTable report, you can summarize, analyze, explore, and present a summary of your worksheet data.
1. Open the data you wish to create the PivotTable. Making sure that it is formatted correctly for PivotTables.
2. On the Insert Tab, click PivotTable. Excel will automatically determine the range for the PivotTable report.
3. You can choose to place the PivotTable in a New Worksheet or on an Existing Worksheet.
4. Next you will add Fields to your PivotTable report by selecting the fields and layout options. There are four sections you may add fields: Report Filter, Column Labels, Row Labels, and Values.
By default, test fields are added to the Row Labels area, numeric fields are added to Values area, and date and time data is added to the Column Labels area. You may change the Row and Column Labels area interchangeably to suit your needs. The Values area will sum data by default. By using the drop down arrow beside the data name you can change that calculation from sum to count, average, max, min, and many other calculations.
Example for Creating a PivotTable -
Creating Complex Formulas (Note: Create Chart)
1. To create formulas using more than one operation be sure to use order of operations correctly (Parenthesis, Exponents, Mulitplication, Division, Addition, Subtraction). Parenthesis are needed to separate values that need to be calulated first.
Example of Complex Formulas -
Show or Hide Columns or Rows
1. Select the Row or Column you want to show/hide. To select a whole row click the number in front of the row. To select a whole column click the letter above the column.
2. Then on the Home tab, click Format, then select Hide/Unhide under Visibility.
*Use Complex Formula Example to show this.
Relative and Absolute Cell References (Note: show sorting here also)
There are two types of cell references: relative and absolute. Relative references change when a cell is copied into another cell this is the default for Excel. Absolute references no not change when copied into another cell.
1. Using a $ in front of a column or row reference makes that part of the cell remain unchanged.
Freeze Panes
If you are creating a long list and would like your heading to remain visible throughout the document when viewing:
1. Click on the View tab and Select Freeze Panes.
2. Select what you would like to freeze, top row, first column, or pane
*Use Relative and Absolute Cell References to show this.
Inserting Comments
1. Select Review and then select New Comment.
2. In the box the pops up, type your comment.
3. When finished, click off of the comment box and a small red triangle will appear in the cell where the comment was made.
*Use Relative and Absolute Cell References to show this.
If you would like to create drop down menus in an excel document, this document will show you how.
Conditional Formatting - This feature allows you to quickly see differences in a set of data by color coding the data for you. You set the conditions and color/style that you want and it does the rest. Quick Start Guide to Conditional Formatting
Data for Conditional Formatting Example:
How to Link Across Workbooks/Sheets - If you would like to link one worksheet to another or a part of a worksheet to another, here are the instructions.
Conditional Formatting - This feature allows you to quickly see differences in a set of data by color coding the data for you. You set the conditions and color/style that you want and it does the rest. Quick Start Guide to Conditional Formatting
Data for Conditional Formatting Example:
Conditional Formatting - This feature allows you to quickly see differences in a set of data by color coding the data for you. You set the conditions and color/style that you want and it does the rest. Quick Start Guide to Conditional Formatting
Separating Text into Columns 1. If you have text all in one column that you would like in two different columns, such as, first name and last name in one single column.
2. Click on the Data tab in the Ribbon.
3. Under the heading of Tools, click on Text to Columns.
4. Make sure Delimited is selected, click Next.
5. Selected the way that the data is separated, such as, tab, space, comma, etc. Click Next.
6. Select Column data format: general, text, date for each column. Click Finish. http://empowerstudents.wikispaces.com/Microsoft+Office+Suite+2007+and+2010+for+PCs
This class will help classified staff learn to use Excel for many purposes. This is a basic Excel class. The expectation is that participants have little experience with the program. Excel simplifies the way you collect and analyze information and lets you be more productive while doing it. Simply enter any piece of data into an Excel worksheet and choose from a variety of features to help you arrange information, evaluate data trends, and convert the results into easy to read charts, graphs, and tables.
Basic Excel - Will include basic OPAC expectations for data and text manipulation:
Participants will do the following with Excel:
Templates
NEW! UPDATE FOR CAFETERIA MANAGERS
Video Help Library
http://video.about.com/spreadsheets/Headers-and-Footers-in-Excel.htm (video)
Intermediate Excel
Sample Data Workbook-
Creating Pivot Tables (Note: Insert Header, Move/Create/Rename Worksheets)
By using a PivotTable report, you can summarize, analyze, explore, and present a summary of your worksheet data.
1. Open the data you wish to create the PivotTable. Making sure that it is formatted correctly for PivotTables.
2. On the Insert Tab, click PivotTable. Excel will automatically determine the range for the PivotTable report.
3. You can choose to place the PivotTable in a New Worksheet or on an Existing Worksheet.
4. Next you will add Fields to your PivotTable report by selecting the fields and layout options. There are four sections you may add fields: Report Filter, Column Labels, Row Labels, and Values.
By default, test fields are added to the Row Labels area, numeric fields are added to Values area, and date and time data is added to the Column Labels area. You may change the Row and Column Labels area interchangeably to suit your needs. The Values area will sum data by default. By using the drop down arrow beside the data name you can change that calculation from sum to count, average, max, min, and many other calculations.
Example for Creating a PivotTable -
Creating Complex Formulas (Note: Create Chart)
1. To create formulas using more than one operation be sure to use order of operations correctly (Parenthesis, Exponents, Mulitplication, Division, Addition, Subtraction). Parenthesis are needed to separate values that need to be calulated first.
Example of Complex Formulas -
Show or Hide Columns or Rows
1. Select the Row or Column you want to show/hide. To select a whole row click the number in front of the row. To select a whole column click the letter above the column.
2. Then on the Home tab, click Format, then select Hide/Unhide under Visibility.
*Use Complex Formula Example to show this.
Relative and Absolute Cell References (Note: show sorting here also)
There are two types of cell references: relative and absolute. Relative references change when a cell is copied into another cell this is the default for Excel. Absolute references no not change when copied into another cell.
1. Using a $ in front of a column or row reference makes that part of the cell remain unchanged.
Example of Relative and Absolute Cell References:
Freeze Panes
If you are creating a long list and would like your heading to remain visible throughout the document when viewing:
1. Click on the View tab and Select Freeze Panes.
2. Select what you would like to freeze, top row, first column, or pane
*Use Relative and Absolute Cell References to show this.
Inserting Comments
1. Select Review and then select New Comment.
2. In the box the pops up, type your comment.
3. When finished, click off of the comment box and a small red triangle will appear in the cell where the comment was made.
*Use Relative and Absolute Cell References to show this.
How to Create a Drop Down Menu -
If you would like to create drop down menus in an excel document, this document will show you how.
Conditional Formatting - This feature allows you to quickly see differences in a set of data by color coding the data for you. You set the conditions and color/style that you want and it does the rest. Quick Start Guide to Conditional Formatting
Data for Conditional Formatting Example:
How to Link Across Workbooks/Sheets - If you would like to link one worksheet to another or a part of a worksheet to another, here are the instructions.
Conditional Formatting - This feature allows you to quickly see differences in a set of data by color coding the data for you. You set the conditions and color/style that you want and it does the rest. Quick Start Guide to Conditional Formatting
Data for Conditional Formatting Example:
Separating Text into Columns
1. If you have text all in one column that you would like in two different columns, such as, first name and last name in one single column.
2. Click on the Data tab in the Ribbon.
3. Under the heading of Tools, click on Text to Columns.
4. Make sure Delimited is selected, click Next.
5. Selected the way that the data is separated, such as, tab, space, comma, etc. Click Next.
6. Select Column data format: general, text, date for each column. Click Finish.
http://empowerstudents.wikispaces.com/Microsoft+Office+Suite+2007+and+2010+for+PCs